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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
926
Segall Bryant & Hamill
Illinois
$1.97M +$21.3K +78 +1%
WCG
927
Weaver Consulting Group
California
$1.97M +$1.85M +6,761 New
SCG
928
Sonata Capital Group
Washington
$1.96M -$27.3K -100 -1%
NEGWA
929
New England Guild Wealth Advisors
Connecticut
$1.96M +$138K +505 +8%
JSL
930
JT Stratford LLC
Georgia
$1.95M +$33.9K +124 +2%
AIA
931
Arcadia Investment Advisors
Idaho
$1.94M -$62.9K -230 -3%
DP
932
Denver PWM
Colorado
$1.93M -$88K -322 -5%
SBWM
933
Sunflower Bank Wealth Management
Arizona
$1.9M – – –
AP
934
Appleton Partners
Massachusetts
$1.9M -$48.1K -176 -3%
PIM
935
Provident Investment Management
Michigan
$1.9M -$516K -1,888 -22%
NIC
936
Northwest Investment Counselors
Oregon
$1.89M -$4.1K -15 -0.2%
EWA
937
EP Wealth Advisors
California
$1.89M -$97.6K -357 -5%
PWMAG
938
Pinnacle Wealth Management Advisory Group
New Jersey
$1.87M +$114K +417 +7%
RPGK
939
Retirement Planning Group (Kansas)
Kansas
$1.87M +$68.1K +249 +4%
MCIA
940
Mountain Capital Investment Advisors
Colorado
$1.86M +$123K +450 +7%
SCA
941
Sage Capital Advisors
South Dakota
$1.85M +$71.6K +262 +4%
HCM
942
Harvey Capital Management
Florida
$1.85M +$993K +3,630 +126%
UR
943
USCA RIA
Texas
$1.85M – – –
BS
944
Boenning & Scattergood
Pennsylvania
$1.84M +$58K +212 +3%
PFM
945
Parsec Financial Management
North Carolina
$1.84M -$93.8K -343 -5%
SIS
946
Sound Income Strategies
Florida
$1.82M +$38K +139 +2%
CWM
947
Centric Wealth Management
Illinois
$1.82M -$103K -376 -6%
NWA
948
New World Advisors
Massachusetts
$1.81M +$555K +2,029 +47%
CDIA
949
Capital Directions Investment Advisors
Georgia
$1.79M -$87.5K -320 -5%
RG
950
Rathbones Group
United Kingdom
$1.78M +$52.8K +193 +3%
36 37
38
39 40